XES
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +28.0% ·
aandelenstroom +30.0% ·
netto nieuwe posities +18.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +7 | 1.32M | $147.74M | +8 | −2 |
| Q1 2026 | 27 | +3 | 917.00K | $106.67M | +5 | −2 |
| Q4 2025 | 24 | 0 | 851.08K | $69.76M | n/a | n/a |
| Q3 2025 | 5 | +1 | 162.10K | $11.73M | +1 | n/a |
| Q2 2025 | 1 | -1 | 456 | $28,903 | n/a | −1 |
| Q1 2025 | 1 | 0 | 49.33K | $3.52M | n/a | n/a |
| Q4 2024 | 1 | -1 | 22.31K | $1.76M | n/a | −1 |
| Q3 2024 | 2 | 0 | 24.64K | $1.99M | +1 | −1 |
| Q2 2024 | 2 | n/a | 24.88K | $2.26M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 428.66K | +76.8% | $48.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Two Sigma Investments ✦ | 186.39K | +173.3% | $20.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 127.28K | +89.6% | $14.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 101.41K | -12.8% | $11.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 78.83K | +1.1% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 74.65K | -23.4% | $8.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 55.25K | +45.7% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 46.84K | +158.2% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 43.36K | -2.8% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | D. E. Shaw & Co. ✦ | 32.56K | +1782.9% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 30.81K | +198.6% | $3.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 21.22K | -6.2% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Blair William & Co/Il | 19.17K | +871.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 9.73K | -12.0% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 9.62K | +44.9% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 8.07K | Nieuw | $904,597 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 7.56K | +61.0% | $847,476 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 7.27K | Nieuw | $814,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 5.68K | Nieuw | $636,726 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 5.61K | +442.6% | $628,966 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 4.97K | -4.7% | $557,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 4.01K | Nieuw | $449,843 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 2.42K | Nieuw | $270,656 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.20K | -33.4% | $246,240 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 1.83K | +5.9% | $205,218 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 1.00K | -11.8% | $112,584 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 27 | BlackRock ✦ (passief) | 939 | Nieuw | $105,243 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 300 | +9.1% | $33,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 296 | +6.9% | $33,138 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Group One Trading Llc | 115 | -63.5% | $12,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Simplex Trading, Llc | 79 | Nieuw | $8,854 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 24 | Nieuw | $2,690 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $904,597 | 0.0% |
| Hrt Financial Lp | $814,000 | 0.0% |
| Qube Research & Technologies… | $636,726 | 0.0% |
| Mml Investors Services, Llc | $449,843 | 0.0% |
| Creative Planning | $270,656 | 0.0% |
| BlackRock | $105,243 | 0.0% |
| Simplex Trading, Llc | $8,854 | 0.0% |
| Northwestern Mutual Wealth… | $2,690 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $5.13M | was 0.0% |
| Citigroup Inc | $2,327 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 91 houders, 1.64M aandelen, $189.11M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.